Heather Ladd (CRD# 4516008) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Anacortes, WA and has over 21 years of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6577036
Bormann Wealth Management, LLC
CRD# 1069257
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Anacortes, WA | Dec 2023 - Current | < 1 |
| Heather Ladd Insurance Agency | Anacortes, WA | Oct 2023 - Current | < 1 |
| State Farm Vp Management Corp | Anacortes, WA | Oct 2023 - Current | < 1 |
| State Farm Insurance | Baton Rouge, LA | Jan 2023 - Oct 2023 | < 1 |
| State Farm Vp Management Corp | Baton Rouge, LA | Jan 2023 - Oct 2023 | < 1 |
| State Farm Vp Management Corp. | Little Rock, AR | Aug 2019 - Jan 2023 | 3 |
| State Farm Insurance | Little Rock, AR | Aug 2019 - Jan 2023 | 3 |
| State Farm Insurance | Bloominton, IL | Apr 2018 - Aug 2019 | 1 |
| State Farm Vp Management Corp. | Bloominton, IL | Apr 2018 - Aug 2019 | 1 |
| State Farm Insurance | Gilbert, AZ | Mar 2013 - Apr 2018 | 5 |
| State Farm Vp Management Corp. | Gilbert, AZ | Mar 2013 - Apr 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2002 |
- WA
-
Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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